Dell Technologies DELL Business Segments
| TTM Q1 '27 | TTM Q4 '26 | TTM Q3 '26 | TTM Q2 '26 | TTM Q1 '26 | ||
|---|---|---|---|---|---|---|
| Total net revenue by Business | ||||||
| Client Solutions Group | $53.08B+4.1% | $50.98B+3.3% | $49.37B+0.7% | $49.02B+0.2% | $48.94B+1.1% | |
| Infrastructure Solutions Group | $79.52B+30.7% | $60.83B+15.7% | $52.58B+5.5% | $49.84B+11.5% | $44.68B+2.5% | |
| Operating Income (Loss) by Business | ||||||
| Client Solutions Group | $3.35B+18.2% | $2.83B-0.1% | $2.84B0.0% | $2.83B-0.5% | $2.85B-4.2% | |
| Infrastructure Solutions Group | $9.17B+28.9% | $7.11B+13.6% | $6.26B+3.9% | $6.03B+3.2% | $5.84B+4.7% | |
| Cost of Revenue by Business | ||||||
| Client Solutions Group | $45.16B+3.4% | $43.69B+3.6% | $42.19B+0.7% | $41.89B+0.2% | $41.82B+1.5% | |
| Infrastructure Solutions Group | $61.45B+36.5% | $45.02B+19.3% | $37.75B+7.1% | $35.23B+16.7% | $30.2B+2.9% | |
| R&D by Business | ||||||
| Client Solutions Group | $618M+10.0% | $562M+5.6% | $532M+2.7% | $518M+4.0% | $498M+4.6% | |
| Infrastructure Solutions Group | $2.35B+5.0% | $2.24B+2.5% | $2.18B+1.8% | $2.14B+1.3% | $2.12B+2.2% | |
| Selling, general, and administrative by Business | ||||||
| Client Solutions Group | $3.96B+1.6% | $3.9B+2.2% | $3.81B+0.8% | $3.78B+0.3% | $3.77B+0.6% | |
| Infrastructure Solutions Group | $6.56B+1.5% | $6.46B+1.1% | $6.39B-0.7% | $6.44B-1.4% | $6.53B-1.0% | |
| Impact of foreign currency translation by Business | ||||||
| Client Solutions Group | $0— | $0— | $0— | $0— | $0— | |
| Infrastructure Solutions Group | $128M-65.0% | $366M+218% | $115M— | —— | —— | |
| Goodwill by Business | ||||||
| Client Solutions Group | $16.93B0.0% | $16.93B0.0% | $16.93B0.0% | $16.93B0.0% | $16.93B0.0% | |
| Infrastructure Solutions Group | $60.82B+0.3% | $60.63B+0.7% | $60.2B+0.2% | $60.09B+0.2% | $59.98B+0.2% | |
| Total net revenue by Product | ||||||
| Commercial | $46.04B+4.5% | $44.06B+3.8% | $42.44B+1.2% | $41.96B+0.5% | $41.74B+2.2% | |
| Consumer | $7.05B+1.8% | $6.92B-0.1% | $6.93B-1.9% | $7.06B-1.9% | $7.2B-4.6% | |
| Storage | $16.97B+2.0% | $16.63B+0.5% | $16.55B-0.1% | $16.57B-0.7% | $16.69B+1.4% | |
| Cost of Revenue by Product | ||||||
| Products | $95.79B+22.7% | $78.06B+12.8% | $69.22B+4.1% | $66.48B+8.1% | $61.51B+2.2% | |
| Services | $12.66B-0.9% | $12.77B-2.3% | $13.07B-2.9% | $13.46B-2.5% | $13.81B-2.5% | |
| Total debt capacity by Geography | ||||||
| Australia and New Zealand | $1.16B+3.1% | $1.12B+1.9% | $1.1B-1.5% | $1.12B-1.8% | $1.14B-2.1% | |
| Europe | $1.87B-4.9% | $1.96B-2.0% | $2.01B-3.9% | $2.09B-3.8% | $2.17B+1.4% | |
| Non-US | $3.73B+0.9% | $3.7B+3.6% | $3.57B+1.5% | $3.52B+1.4% | $3.47B+1.3% | |
| Middle East | $600M0.0% | $600M0.0% | $600M0.0% | $600M0.0% | $600M0.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Dell Technologies break its business down?
- Dell Technologies (DELL) reports total net revenue by business across 2 parts — Client Solutions Group and Infrastructure Solutions Group. Each is extracted from the segment footnotes and tracked over time.
- Where does Dell Technologies's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Dell Technologies's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
